New Financial Advisor Training & Coaching Program

FOR FINANCIAL ADVISOR ORGANIZATIONS & FIRM LEADERS

Stop Losing Advisors. Start Building Your Bench.

The financial advisory industry has a 72% failure rate for new talent. Every departure costs your firm up to $1,000,000. Take the guesswork out of G-2 development with the only AI-powered, daily coaching ecosystem built specifically for the next generation of financial advisors.

The "Mentorship Lottery" is Costing You Millions.

The numbers tell a stark story. Three out of four new advisors fail within their first few years. For every 10 next-gen advisors you hire, you are likely losing $2.1M to $3.5M in wasted investment on the seven who wash out.

Why? Because the traditional development model is broken.

You hire great talent, but your senior advisors are too busy producing to mentor them consistently. You provide training content, but content isn't coaching. The moments that make or break a young advisor happen unpredictably—at 7am before a prospect meeting, or at 9pm after a tough rejection.

When the moment of need arrives, the coach isn't there. Confidence erodes. Opportunities die. And eventually, the advisor leaves.

Enter Magellan Elevate: The 24/7 Coaching Infrastructure for G-2 Advisors

Magellan Elevate is not another static training curriculum. It is an immersive, daily coaching ecosystem that compresses time, accelerates production, and protects your G-2 investment.

Built on 32 years of proprietary methodology and over 70,000 coaching sessions, Elevate provides your next-gen advisors with the exact systems, mindset, and daily execution habits required to survive and thrive.

The Three Core Tracks:

Traditional coaching happens at scheduled intervals. Elevate happens every single day.

•Coach Joe AI (24/7 Access): Your advisors get on-demand, situational coaching exactly when they need it. Trained on 5.6 million words of proprietary coaching methodology, Coach Joe AI helps them prepare for meetings, handle objections, and recover from rejection in real time.

•Daily 5 AM Video Coaching: Every business day starts with a targeted strategy and mindset video delivered directly to their app, anchoring them before the chaos of the day begins.

•Monthly Small Group Mentoring: Direct, live access to Coach Joe Lukacs for situational coaching and peer learning.

•Dedicated Integration Coach: A personal accountability coach who meets with your advisor monthly and checks in weekly to ensure execution.

•Behavioral Analysis & Leader Debrief: We provide you, the firm leader, with deep insights into how to effectively manage, lead, and communicate with your specific advisor.

The ROI of Closing the Development Gap

Elevate is designed to deliver a measurable return that compounds from day one.

In a recent survey, 35% of Magellan Network members attributed 15% or more of their total annual growth directly to our coaching systems. For an early-career advisor, that "Membership Alpha" translates into accelerated recurring revenue that dwarfs the cost of the program.

But the true ROI is retention. Preventing just one G-2 advisor from washing out saves your firm between $646,000 and $1,000,000 in direct replacement costs over five years—while keeping your senior advisors focused on production instead of remedial training.

Protect Your G-2 Investment Today

The Elevate curriculum is a 12-month intensive program, structured as a month-to-month agreement to provide you with ultimate flexibility. The investment is $750 per month, per seat.

It takes only one retained advisor, or a handful of accelerated client acquisitions, to pay for the program many times over.

Ready to Build Your Bench?

Complete the short form below to schedule a confidential Discovery Zoom with Coach Joe Lukacs. We'll discuss your firm's specific development gaps and determine if your advisors are a fit for the Elevate program.

Let's Chat

Complete the short form below. You and Coach Joe will be scheduled to discuss making your new advisors the best they can be.